Stephens Consulting’s Energy Select Sector SPDR Fund XLE Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$32K Hold
377
0.01% 223
2025
Q1
$35.2K Hold
377
0.01% 213
2024
Q4
$32.3K Hold
377
0.01% 216
2024
Q3
$33.1K Hold
377
0.01% 216
2024
Q2
$34.4K Hold
377
0.01% 210
2024
Q1
$35.6K Hold
377
0.01% 204
2023
Q4
$31.6K Hold
377
0.01% 217
2023
Q3
$34.1K Hold
377
0.01% 206
2023
Q2
$30.6K Sell
377
-327
-46% -$26.5K 0.01% 211
2023
Q1
$58.3K Buy
704
+327
+87% +$27.1K 0.04% 156
2022
Q4
$33K Buy
+377
New +$33K 0.02% 201
2022
Q3
Sell
-119
Closed -$8.51K 568
2022
Q2
$8.51K Sell
119
-19
-14% -$1.36K 0.01% 343
2022
Q1
$10.5K Buy
+138
New +$10.5K 0.01% 339